Discovering Enterprise Applications

You can find enterprise applications your organization can onboard automatically using a discovery connector or by manually uploading a .csv of application source information. This can speed up the process of adding enterprise applications to be governed in Identity Security Cloud.

Available Discovery Connectors

Discovery connectors are SaaS connectors that can discover applications in your organization. Discovery connectors have connector categories, which encompass a group of discovery connectors that can find enterprise applications.

The following SailPoint connector types can be configured as discovery connectors:

Discovery Connector Type	Discovery Connector Category
PingOne SaaS	SSO
Microsoft Entra SaaS
Okta
ServiceNow	CMDB

Note

App names are formatted on the Discovered Applications page using the primaryAppName or secondaryAppName of the application.

Discovery Connector Categories

Discovery connector categories are groupings of discovery connectors that help identify the enterprise applications in your organization. You will select the connector category, like SSO or CMDB, when discovering applications automatically.

Single Sign-On (SSO)

An SSO solution provides insights into the applications used within an organization by acting as a centralized point for user authentication and access to applications. SSO solutions create logs of user authentication events to document when users access enterprise applications. This creates a centralized record of application usage that SSO discovery connectors can leverage.

Configuration Management Database (CMDB)

CMDB is a central repository within the ServiceNow platform that stores information about the technical services and assets within an organization. It acts as a digital inventory system, detailing Configuration Items (CIs) like hardware, software, networks, and virtual environments, and their relationships. CMDB provides a single source of truth for IT assets, like software applications and hardware devices, and their configurations.

Discovering Applications Automatically

You can automatically discover enterprise applications by creating discovery connectors, which search for and aggregate applications your organization has onboarded or can onboard.

If you have a source that supports both account aggregation and application discovery, create a separate connector for each purpose. Refer to Loading Account Data for more information on aggregating accounts.

To create a discovery connector:

1. Go to Admin > Connections > Discovery Connectors.

2. Select Create Connector.

3. Select the connector category.

   The list of available connector types is displayed.

4. Select Configure beside the type of connector you want to create.

   The available connectors depend on the connector category you selected.

5. Select Start Connector Setup.

6. Review the connector's name, owner, and description and make changes if necessary.

7. Select Next.

8. Enter the authentication information necessary to connect to your external system. The fields that appear here depend on the connector you selected. Refer to the SailPoint Connector documentation for details about configuring the connector you chose.

9. Select Finish to create your discovery connector.

10. If you want to run an aggregation to discover applications on your new connector, select Discover. You can make additional configurations to this connector. Refer to the SailPoint Connector documentation for details about configuring specific connectors, or go to Scheduling Recurring Application Aggregations for information on scheduling aggregations.

Using your discovered applications, you can create sources and assign source configurations to a subject matter expert in your org.

Scheduling Recurring Application Aggregations

You can configure your discovery connectors to regularly aggregate applications associated with them so that your list of applications is always up to date.

1. Go to Admin > Connections > Discovery Connectors.

2. Select your discovery connector.

3. In the Additional Settings section, select Discovery Settings.

4. Select Enable Schedule to schedule recurring aggregations.

   

5. Choose how often the aggregation should run:

   • Daily: choose starting time
   • Weekly: choose day of week and time
   • Monthly: choose day of month and time

   Notes

   • Aggregations can be scheduled to occur up to once per day. Manual aggregations can occur as often as necessary.
   • The time zone (GMT offset) for the entitlement aggregation schedule is determined by the time zone set for the connected virtual appliance cluster.

   Information about the most recent application aggregation is displayed under Discovery Activity.

   The aggregation is added to the processing queue at the time you defined. Other queued or in-progress operations might delay the start of your aggregation.

6. Select Save.

Using your discovered applications, you can create sources and assign source configurations to a subject matter expert in your org.

Manually Uploading Applications

You can manually add a list of applications to be governed in Identity Security Cloud.

Important

Each .csv should contain a unique set of applications. Adding the same application to multiple .csv uploads will result in duplicate applications in Identity Security Cloud.

1. Go to Admin > Connections > Sources.
2. Select Discovered Applications from the left navigation bar.
3. Select Manual Upload.
4. Select Download Template and update the .csv with the names and descriptions of the new applications to add.
5. Choose Upload CSV and select the template you updated.

The applications will be processed and added to the Discovered Applications list.

Hiding Applications

You can select Actions > Hide Application to hide an application from the Discovered Applications page. Select Actions Show Application to unhide the app.

To view the hidden applications, select the Filter icon and enable Show Hidden Applications. You can also filter by discovery connector type, the first time it was found by a discovery connector, or the most recent time the application was discovered.

Creating Sources from Discovered Applications

After you have added a discovery connector or uploaded a .csv of applications, you can create sources for the applications from the Discovered Applications page.

Identity Security Cloud uses a smart logic keyword matching to discover application sources by matching the Source Type and Source Name from the discovered application. If no matches are found, you will receive recommendations for generic connectors like JDBC, SCIM 1.1, Web Services, and Delimited Files.

To create a source from a discovered application:

1. Go to Admin > Connections > Sources.

2. Select Discovered Applications from the left navigation bar.

3. Find the discovered application in the list and select Actions > Create Source.

   You can also select the discovered application from this list to view its details, then select Actions > Create Source on the details page.

4. Select Configure on the source you want to create and complete the configuration. Refer to the SailPoint Connector documentation for guidance on specific configurations.

The application the source was created from is displayed in the Application column on the Sources page.

If there are multiple sources created from the application, you can choose to associate the discovered applications with their related sources to maintain clarity in your organization.

Some source configurations can be assigned to non-admin experts in your organization to work from a draft version of the source before a Source Admin or admin reviews and confirms the proposed changes. Refer to Source Configuration Assignment for more information.

Associating Applications with Sources

Each discovered application can have multiple sources created from it, and sources created from an application are automatically associated with that application in the UI.

If you've discovered multiple applications of the same type, this labeling can help distinguish which sources go with which application.

Editing Associations

While applications are automatically linked with the sources created from them, you can edit those associations and manually associate existing sources related to a discovered app.

1. Go to Admin > Connections > Sources.
2. Select Discovered Applications from the left navigation bar.
3. Find the discovered application in the list and select Actions > Edit Association.

4. In the Associated Sources dropdown list, select a source to associate with the application. You can associate an application with multiple sources.

   

   Sources can be associated with one application.

5. To remove an association, select the x icon on the source name.

6. Select Save to save your associations.

The application name will be displayed next to the associated sources in the Application column on the Sources page.

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